Welcome !

We conduct cutting edge Trainings and Workshops for Financial Institutions, Financial Advisors to help them to achieve their maximum potential. We also conduct unique Education Programs for Investors to spread the financial literacy. We aim to transform the financial training landscape in India.


Our training modules aim at enhancing the skills and providing the tools to financial advisors and distributors to increase their productivity resulting into higher business growth. Our training modules are mainly on topics like sales, marketing and business development.

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Our various Investor Awareness Programs focus not only the technical part of wealth creation and financial plannings but also focus on the behavioral aspects of investing, helping investor to become more smarter and wiser.

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Our workshops for IFA’S & FINANCIAL PLANNERS are scientifically designed and more of experiential which helps the participants not just to learn the skills but to acquire the right mindset that helps them to implement the same with ease.

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Create and promote your own brand

Features eBranding
M-Biz +
M-Biz + Premium (New)
6999/Y + GST
8999/Y + GST
40000/Y + GST
55000/Y + GST
Promotional Videos with English Voice 4 15 15 75+ 75+
Promotional Videos with Hindi and Gujarati Voice 4 0 15 75+ 75+
Promotional & Greetings Images in English 6 150 150 600+ 600+
Promotional & Greetings Images in Hindi & Gujarati 6 0 150 600+ 600+
Insta Stories in English 0 48 48 100+ 100+
Insta Stories in Hindi & Gujarati 0 0 48 100+ 100+
Stories in English 0 48 48 100+ 100+
Stories in Hindi and Gujarati 0 0 48 100+ 100+
Blog/Articles 0 0 0 90 90
Virtual business card NO YES YES YES YES
Visual story NO YES YES YES YES
Sales presentation NO YES YES YES YES
Financial Calcualtors NO YES YES YES YES
Client proposals NO YES YES YES YES
Quickedge goal calculator NO YES YES YES YES
Investment suitabilility profile NO YES YES YES YES
Telegram Integration NO YES YES YES YES
Other Social Media Integration NO NO NO YES YES
Own Content Uploads NO NO NO YES YES
Lead Management System NO NO NO YES YES
Monthly Email limit NO NO NO 12500 25000
Email Contact limit NO NO NO 2500 5000
Email Template 0 0 0 90 + 90 +
Email and social media automation NO NO NO YES YES
Sub Login for Employees NO NO NO FREE 5 sublogins FREE 10 sublogins

Jigar Parekh
Founder & Director

Jigar Parekh has an experience of 13 years into developing the retail mutual fund distribution network and helping the financial advisors and distributors across the country to grow their business to newer heights.

During his corporate assignments, his trainings and workshops have helped approx 6500+ financial advisors and distributors.

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How to build better rapport and win trust faster

What IFAs say about us

  • Anchor Edge
    Milind Shah – Ahmedabad
    " Mr. Jigar Parekh is known for his ability to assimilate complex financial topics and break it down into easy to understand concepts for everyone. He has a vast repertoire of knowledge in the field of finance, advisory solutions and deep insights in the world of investments. His in depth investor-awareness programs provide sharp and incisive insights to investors. "
  • Anchor Edge
    Srikanth Matrubai – Bangaluru
    " Really one of the Most Impactful Trainers I have seen in the Industry. His sessions are very useful, highly practical and worth every second of your time. I wonder if just 30 mins of his session could change my mindset so much, how much would a 1 day session do !. "
  • Anchor Edge
    Poorvi Trivedi - IFA , Ahmedabad
    " It was really great experience to be a part of such a DIAMOND session. The session master has a good knowledge and his small stories were so interesting and engaging. I walk away with many ideas on my mind, how I can make an impact in my own businesses. "
  • Anchor Edge
    Mr Vipul Bhuva – Junagadh
    " I met Mr Jigar Parekh during his one training in Sep 2013 for first time and I was struggling in my MF business. I got very precious time with and having extremely useful guidance from him which helped me to grow AUM to almost 31 times in 3 years time only. "
  • Anchor Edge
    Mukesh Chotani – Nasik
    " Whenever I attended Mr. Jigar Parekh’s sessions, my knowledge and understanding about Investment world has increased. His session on personality types @ MFRT, Jaipur has changed my thought process about personality concept. I always look forward to attend his Training sessions. "


  • 308-Eventi, Nr Devcorp Hotel,
    Opp Bavarchi Restaurant,
    Uma Shankar Joshi Marg,
    Sardarpatel Nagar,
    Navrangpura, Ahmedabad-380009.
  • +91 84603 84284
Contact US